Having a Personal CEO for your life, is like having a CEO that successfully runs your business. A Personal CEO uses their years of experience, working with other successful people, to get you the best results. This includes having personal and financial goals and measurements in place. Coordinating all the professionals working for you in your life to ensure that there is one strategy that everyone is working towards brings immense confidence and peace of mind to your future.

One of the biggest benefits of working with us as your Personal CEO, aside from getting all of your affairs in order, is feeling prepared for unexpected life events. These can include selling or buying a business of significance, managing intergenerational challenges (particularly relevant for farming), divorce, sudden death, other emotionally challenging experiences, and ensuring proper structures are in place.

As a successful family business owner or professional, one of the most precious commodities you have is your time. Having a Personal CEO who is across all of your important matters, frees up your time and your head space so you can be more focused on your health, family, travel and hobbies. Amazingly too, it brings couples on the journey onto the same page.

A hallmark of having a Personal CEO involves balancing out what can be the inequality between spouses when one may seem to be more across the finances and structures, and the other feels less well informed and in control. Together, we create more harmony with having a combined strategy, where both are on the same page and we are working together to ensure that there is clear direction to achieve clear goals for now and into the future. This provides a massive stress relief for all concerned.

In fact, to date, I have never had a separation or divorce in our client base! We believe it’s more than coincidence when one considers that in 2021 there were 56,244 divorces granted and more than ¼ of those have been married more than 20 years according to the Australian Institute of Family Studies.

When we step into the role as the conductor of the orchestra and work as your Personal CEO, just like in any business there is a board of control – that remains you. You still drive the key decision-making approval for your family. Our role is to free up your time to give you the freedom and head space to focus on the areas of most importance. Our experience shows that that is your business, your family, yourself, and shared life experiences.

Partnering with a Personal CEO will change your life for ever.

As your Personal CEO we sit at the centre of your affairs and you sit above it all at as the Board.

We serve as your Personal CEO using our signature Freedom Experience formula. Unlike anything else in the financial services industry, our Program harmonises couples and families around their financial and personal affairs. It allows couples who think they are aligned to uncover where they are not. It builds effective communication to give each person more clarity and power to make effective decisions. It gives couples peace of mind, freedom, and harmony so they can feel more relaxed, calmer and at ease, knowing all the pieces of their financial and personal affairs are in perfect order and being managed in accordance with their desires.

Finally, it creates a clear pathway to leave a wonderful legacy for current and future generations which might encompass philanthropy and charitable giving, mentorship, environmental stewardship and financial stability, whatever your ideal one may be for you.